Client Planning

We partner with professional advisors to ensure your client's financial and charitable goals are achieved

Your clients trust in you to create the perfect estate plan for their needs. You can trust in our charitable estate planning professionals to help you navigate the best giving options for your clients. We want to help your clients create a legacy that will provide for their loved ones, while continuing to achieve their philanthropic and financial goals.

Our complimentary services include:

  • Will and estate planning
  • Specific bequest language
  • Personalized plan illustrations
  • Mission and educational materials
  • Individual client assistance

The association also provides several continuing education opportunities for our professional advisor community including digital newsletters, annual tax pocket guides, publications and local events.

Request a Gift Law Newsletter Request Form

American Heart Association Professional Advisor Network Special Edition e-Newsletter

Professional Advisor Network Special Edition Newsletter

Let Us Know About Your Generous Client Gifts

If you have a client that's arranged an estate gift benefitting the American Heart Association, we appreciate being informed of the gift so we can express our gratitude and ensure the donor's wishes are fulfilled. If you would like to report a client gift or discuss a potential or hypothetical gift, please contact your dedicated Charitable Estate Planning Advisor for assistance, including personalized gift illustrations.

Contact your dedicated Charitable Estate Planning Advisor

We recognize and respect that in some cases your client may wish to remain anonymous. Please utilize our confidential online form to notify us that an estate gift has been arranged for the American Heart Association's benefit without divulging your client's identity.

Confidential Client Gift Reporting Form

American Heart Association Tax Identification Number: 13-5613797